+39.2%
BMY vs FGI
+46.9%
-7.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.6% |
| 7D | -0.5% | -7.0% | +6.4% | -0.5% |
| 30D | +4.1% | -4.2% | +8.3% | +4.1% |
| 3M | -2.1% | +55.6% | -57.7% | -3.4% |
| 6M | +12.2% | -3.2% | +15.4% | +11.3% |
| YTD | +20.3% | +29.1% | -8.8% | +18.1% |
| 1Y | +39.2% | +51.0% | -11.8% | +29.5% |
| All | +39.2% | +46.9% | -7.7% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling